Relationship Executive, Technology Group, Corporate Client Banking, Executive Director

JPMorgan Chase

Job title:

Relationship Executive, Technology Group, Corporate Client Banking, Executive Director


JPMorgan Chase

Job description

Job Description:

The position is a Relationship Management role in the Corporate Client Banking – Technology Group, with a heavy emphasis on client coverage, business development and deal execution.

This position requires an experienced, qualified relationship manager capable of driving business independently across the West Coast. The banker should have proven client relationship skills, an ability to call at the c-suite level, extensive credit and treasury services product knowledge, corporate finance expertise and strong transaction execution skills.

Job Responsibilities

  • Initiate and maintain strategic dialogue with clients and prospects to generate ongoing corporate finance, treasury services and credit opportunities
  • Manage complex, multi-product, client relationships
  • Coordinate the client coverage efforts of multiple internal business partners
  • Collaborate with credit and loan syndication teams on analysis, structuring, negotiation, documentation and distribution of loan origination
  • Strictly comply with all regulatory and J.P. Morgan rules, policies, and procedures

Required Qualifications, Capabilities and Skills

  • Minimum of 10 years of experience delivering and knowledge of corporate finance, treasury, investment banking, credit, and other banking products
  • Proven track record in business development and client management
  • Strong corporate finance, analytical, credit and problem-solving skills
  • Excellent oral and written communications abilities
  • Self-motivated, dependable and intelligent
  • Candidate must be a top individual contributor, with a strong performance track record
  • Completion of a recognized investment banking or credit training program
  • Possess (or will obtain within three months of hire) FINRA Series 79 and 63 securities licenses
  • Travel will be required

About Us: JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity Employer/Disability/Veterans

About the Team:

Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.

The Corporate Client Banking & Specialized Industries group focuses on companies with revenue of more than $500 million that require traditional commercial banking services as well as investment banking products. Corporate bankers leverage the power of the firm via customized financing solutions through partnerships with treasury, credit solutions and investment banking to help clients achieve their short and long-term growth objectives.

Expected salary


San Francisco, CA

Job date

Sun, 02 Apr 2023 07:28:11 GMT

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